Interact to see
Advertisement
Advertisement
FIVUX vs JVMSX
FIVUX vs JVMSX Comparison
Open Charts FIVUX vs JVMSX
Nomura Opportunity Instl
Price$37.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets541.61M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
FIVUX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. JVMSX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. FIVUX (542M). FIVUX pays higher dividends than JVMSX: FIVUX (0.61) vs JVMSX (0.37). FIVUX was incepted earlier than JVMSX: FIVUX (13 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FIVUX (0.94). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (18.00). FIVUX (0) and JVMSX (0) have matching initial minimum investment requirements. FIVUX annual gain was more profitable for investors over the last year : 6.98 vs. JVMSX (4.49). FIVUX return over 5 years is better than : 24.89 vs. JVMSX (20.95).
| FIVUX | JVMSX | FIVUX / JVMSX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.94 | 1.25 | 75% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 7.075 | 5.163 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 24.7B | 2% |
| Annual Yield % from dividends | 0.61 | 0.37 | 164% |
| Returns for 1 year | 6.98 | 4.49 | 155% |
| Returns for 3 years | 15.15 | 10.32 | 147% |
| Returns for 5 years | 24.89 | 20.95 | 119% |
| Returns for 10 years | 21.76 | 73.49 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ECON | 29.97 | 0.22 | +0.74% |
| Columbia Res Enh Emerging Econ ETF | |||
| XISE | 30.23 | -0.04 | -0.13% |
| FT Vest US Eq Buf & Prm IncETF-Sept | |||
| THEQ | 28.28 | -0.17 | -0.61% |
| T. Rowe Price Hedged Equity ETF | |||
| LCTU | 74.42 | -0.76 | -1.01% |
| iShares US Carb Trnstn Rdnss Awr Act ETF | |||
| ABFL | 72.32 | -0.88 | -1.20% |
| Abacus FCF Leaders ETF | |||